PROJECT MANAGEMENT
Kickoff Commitment Deadlines to Calendar and Tracked Board
Takes commitments from a Zoom kickoff transcript, writes each as an item on a Monday board.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionExtract owner+date commitmentsOpenAI
- LogicKeep items with owner email + date
- ActionCreate Monday deliverable itemmonday.com
- OutputCreate owner deadline calendar eventGoogle Calendar
What it does
A tracked board lists deadlines, but a calendar makes people act on them. This workflow extracts owner-and-date commitments from a Zoom kickoff, records each on a Monday deliverables board, and creates a corresponding Google Calendar event on the owner's due date so the promise lives where they plan their week.
When to use it
Use it when commitments get logged but owners still miss dates because the board is out of sight. Ideal for teams that live in their calendars and want kickoff promises to surface as real, dated events rather than rows they never revisit.
How it works
- 1A Zoom recording-completed event triggers the run.
- 2OpenAI extracts commitments with task, owner, and due date from the transcript.
- 3A logic step keeps only commitments that have both a resolvable owner email and a firm date.
- 4For each valid commitment, a Monday item is created on the deliverables board.
- 5A Google Calendar event is created on the owner's due date with the task and a link to the Monday item.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect monday.comVisual work management for teams.
- 4Connect Google CalendarEvents, attendees, availability.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
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